bearish
2부: 차게(CHA)에서 발생할 수 있는 문제
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요약
- Last week, I wrote a quick article flagging the seemingly absurd valuation discrepancy of Chagee vis-a-vis beverage peers on the HK stock exchange i.e. Mixue and Guming, as well as Luckin Coffee on the OTC markets.
- Chagee currently trades around ~31 (doing extremely poorly on a good day), and at the bottom of its recent trading range; there is no analyst coverage and the firm has yet to report its Q1 25 results so it’s just really stuck in no-man’s land.
- I postulated then that delisting risk was an overhang on Chagee, a Chinese ADR, but lo and behold, it appears that the market has shrugged off a large portion of it for the large cap Chinese tech companies.
관련 통찰력
More »- Part 2: What Could Go Wrong at Chagee (CHA)
- Chagee Holdings - Debut Is the Peak, and Then It Wanes?
- Flagging a Recent IPO - Chagee (CHA) - Orphaned Security Trading at a Large Spread to Peers
- Chagee Holdings - Thoughts on the IPO Debut and the Valuation Outlook
- Chagee Holdings Limited (CHA): IPO Valuation Highly Attractive Drawing Strong Interest on Day One
인기 컬렉션
More »트렌드 통찰력
More »- Nifty 50 and the RBI Rate Decision: History Has a Pattern
- [Japan Activism] Murakami Owns ~42% and Company Announces 31.3% Buyback
- Tam Jai (2217 HK): Anxiety Creeps in Ahead of the Scheme Document
- Henderson Land (12 HK): Large Passive Flow Coming Up as Shorts Cover
- FXI Rebalance: Pop Mart, SF Holding In; China Merchant Sec, China Railway Out
최고의 유료화되지 않은 통찰력
More »- VEON US: Pakistan Towers Sale Frees Capital for Digital Growth in Core Market Ahead of Ukraine IPO
- Advanced Look: Navigating the New Macro Landscape Through Quantitative Alpha Generation Strategies
- [IO Technicals 2025/22] Bearish Momentum Strengthens
- Texas Power Play: Grid Sovereignty, Bitcoin, and the Future of AI
- Overview #27 – The Big Beautiful Tragi-Comedy Continues
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